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Rockland Trust’s iShares US Real Estate ETF IYR Stock Holding History

Rockland Trust’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Sell
3,187
-260
-8% -$26.4K 0.01% 266
2026
Q1 		$326K Sell
3,447
-14
-0.4% -$1.36K 0.01% 267
2025
Q4 		$325K Buy
3,461
+493
+17% +$47K 0.01% 257
2025
Q3 		$288K Buy
+2,968
New +$286K 0.01% 265

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Rockland Trust's IYR Position: Q2 2026 in Review

Rockland Trust reduced its iShares US Real Estate ETF (IYR) stake by 7.5% in Q2 2026, selling an estimated $26.4K and leaving 3,187 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #266.

Rockland Trust first reported a position in IYR in Q3 2025 and has held it in 4 quarters since. The position peaked at $326K in Q1 2026. 199 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Rockland Trust held 3,187 shares of iShares US Real Estate ETF worth $326K as of Q2 2026.
  • Rockland Trust sold 260 iShares US Real Estate ETF shares in Q2 2026, an estimated $26.4K.
  • iShares US Real Estate ETF made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #266 holding.
  • Rockland Trust first reported a position in iShares US Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockland Trust's iShares US Real Estate ETF position peaked at $326K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.